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LGI Homes, Inc.（LGIH）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是LGI Homes, Inc.的1.6倍（$772.1M vs $474.0M），Revvity净利率更高（12.7% vs 3.7%，领先9.1%），Revvity同比增速更快（5.9% vs -15.0%），过去两年LGI Homes, Inc.的营收复合增速更高（10.1% vs 9.0%）
LGI Homes是一家总部位于美国得克萨斯州的新建住宅开发商，业务聚焦美国西南部地区。据《建筑商》杂志统计，该公司目前是美国第十大住宅建筑商，2019年共交付房屋7690套，较2018年增长18.1%，全年房屋销售营收达18亿美元，行业规模位居美国前列。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
LGIH vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.6倍
$474.0M
营收增速更快
RVTY
高出20.8%
-15.0%
净利率更高
RVTY
高出9.1%
3.7%
两年增速更快
LGIH
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $474.0M | $772.1M |
| 净利润 | $17.3M | $98.4M |
| 毛利率 | 17.7% | — |
| 营业利润率 | 3.9% | 14.5% |
| 净利率 | 3.7% | 12.7% |
| 营收同比 | -15.0% | 5.9% |
| 净利润同比 | -66.0% | 3.9% |
| 每股收益（稀释后） | $0.74 | $0.86 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LGIHRVTY
| Q4 25 | $474.0M | $772.1M | ||
| Q3 25 | $396.6M | $698.9M | ||
| Q2 25 | $483.5M | $720.3M | ||
| Q1 25 | $351.4M | $664.8M | ||
| Q4 24 | $557.4M | $729.4M | ||
| Q3 24 | $651.9M | $684.0M | ||
| Q2 24 | $602.5M | $691.7M | ||
| Q1 24 | $390.9M | $649.9M |
净利润LGIHRVTY
| Q4 25 | $17.3M | $98.4M | ||
| Q3 25 | $19.7M | $46.7M | ||
| Q2 25 | $31.5M | $53.9M | ||
| Q1 25 | $4.0M | $42.2M | ||
| Q4 24 | $50.9M | $94.6M | ||
| Q3 24 | $69.6M | $94.4M | ||
| Q2 24 | $58.6M | $55.4M | ||
| Q1 24 | $17.1M | $26.0M |
毛利率LGIHRVTY
| Q4 25 | 17.7% | — | ||
| Q3 25 | 21.5% | 53.6% | ||
| Q2 25 | 22.9% | 54.5% | ||
| Q1 25 | 21.0% | 56.5% | ||
| Q4 24 | 22.9% | — | ||
| Q3 24 | 25.1% | 56.3% | ||
| Q2 24 | 25.0% | 55.7% | ||
| Q1 24 | 23.4% | 54.6% |
营业利润率LGIHRVTY
| Q4 25 | 3.9% | 14.5% | ||
| Q3 25 | 5.4% | 11.7% | ||
| Q2 25 | 8.2% | 12.6% | ||
| Q1 25 | 0.0% | 10.9% | ||
| Q4 24 | 8.2% | 16.3% | ||
| Q3 24 | 12.3% | 14.3% | ||
| Q2 24 | 11.2% | 12.4% | ||
| Q1 24 | 4.8% | 6.8% |
净利率LGIHRVTY
| Q4 25 | 3.7% | 12.7% | ||
| Q3 25 | 5.0% | 6.7% | ||
| Q2 25 | 6.5% | 7.5% | ||
| Q1 25 | 1.1% | 6.4% | ||
| Q4 24 | 9.1% | 13.0% | ||
| Q3 24 | 10.7% | 13.8% | ||
| Q2 24 | 9.7% | 8.0% | ||
| Q1 24 | 4.4% | 4.0% |
每股收益（稀释后）LGIHRVTY
| Q4 25 | $0.74 | $0.86 | ||
| Q3 25 | $0.85 | $0.40 | ||
| Q2 25 | $1.36 | $0.46 | ||
| Q1 25 | $0.17 | $0.35 | ||
| Q4 24 | $2.15 | $0.77 | ||
| Q3 24 | $2.95 | $0.77 | ||
| Q2 24 | $2.48 | $0.45 | ||
| Q1 24 | $0.72 | $0.21 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $919.9M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $2.1B | $7.3B |
| 总资产 | $3.9B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.79× | — |
8季度趋势，按日历期对齐
现金及短期投资LGIHRVTY
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | — | $991.8M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $53.2M | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.7B |
总债务LGIHRVTY
| Q4 25 | $1.7B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益LGIHRVTY
| Q4 25 | $2.1B | $7.3B | ||
| Q3 25 | $2.1B | $7.4B | ||
| Q2 25 | $2.1B | $7.6B | ||
| Q1 25 | $2.0B | $7.6B | ||
| Q4 24 | $2.0B | $7.7B | ||
| Q3 24 | $2.0B | $7.9B | ||
| Q2 24 | $1.9B | $7.9B | ||
| Q1 24 | $1.9B | $7.8B |
总资产LGIHRVTY
| Q4 25 | $3.9B | $12.2B | ||
| Q3 25 | $4.0B | $12.1B | ||
| Q2 25 | $4.0B | $12.4B | ||
| Q1 25 | $3.9B | $12.4B | ||
| Q4 24 | $3.8B | $12.4B | ||
| Q3 24 | $3.8B | $12.8B | ||
| Q2 24 | $3.7B | $13.4B | ||
| Q1 24 | $3.5B | $13.4B |
负债/权益比LGIHRVTY
| Q4 25 | 0.79× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $86.8M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | 0.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 5.01× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流LGIHRVTY
| Q4 25 | $86.8M | $182.0M | ||
| Q3 25 | $-13.2M | $138.5M | ||
| Q2 25 | $-86.4M | $134.3M | ||
| Q1 25 | $-127.1M | $128.2M | ||
| Q4 24 | $57.0M | $174.2M | ||
| Q3 24 | $-17.8M | $147.9M | ||
| Q2 24 | $-83.5M | $158.6M | ||
| Q1 24 | $-99.5M | $147.6M |
自由现金流LGIHRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | $-13.3M | $120.0M | ||
| Q2 25 | $-86.4M | $115.5M | ||
| Q1 25 | $-128.0M | $112.2M | ||
| Q4 24 | $56.4M | $149.8M | ||
| Q3 24 | $-17.8M | $125.6M | ||
| Q2 24 | $-83.8M | $136.6M | ||
| Q1 24 | $-100.5M | $129.7M |
自由现金流率LGIHRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | -3.3% | 17.2% | ||
| Q2 25 | -17.9% | 16.0% | ||
| Q1 25 | -36.4% | 16.9% | ||
| Q4 24 | 10.1% | 20.5% | ||
| Q3 24 | -2.7% | 18.4% | ||
| Q2 24 | -13.9% | 19.7% | ||
| Q1 24 | -25.7% | 20.0% |
资本支出强度LGIHRVTY
| Q4 25 | 0.0% | 2.6% | ||
| Q3 25 | 0.0% | 2.6% | ||
| Q2 25 | 0.0% | 2.6% | ||
| Q1 25 | 0.2% | 2.4% | ||
| Q4 24 | 0.1% | 3.4% | ||
| Q3 24 | 0.0% | 3.3% | ||
| Q2 24 | 0.0% | 3.2% | ||
| Q1 24 | 0.3% | 2.7% |
现金转化率LGIHRVTY
| Q4 25 | 5.01× | 1.85× | ||
| Q3 25 | -0.67× | 2.97× | ||
| Q2 25 | -2.74× | 2.49× | ||
| Q1 25 | -31.83× | 3.03× | ||
| Q4 24 | 1.12× | 1.84× | ||
| Q3 24 | -0.26× | 1.57× | ||
| Q2 24 | -1.43× | 2.87× | ||
| Q1 24 | -5.83× | 5.67× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
LGIH
| West Reportable Segment | $128.2M | 27% |
| Southeast Reportable Segment | $118.9M | 25% |
| Central Reportable Segment | $105.8M | 22% |
| Florida Reportable Segment | $69.2M | 15% |
| Northwest Reportable Segment | $51.8M | 11% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
